In this Fiftyfaces Focus - The Next Chapter series we are delighted to bring you insights from 17 investment professionals around the world whose expertise includes investment committee, director, trustee and Chair roles. A portfolio career is often what many executives pursue as their next chapter, but there is no guidebook, no rule book for what makes an effective non-executive director or board member. There is even less guidance as to what makes an effective chair. Join us in this tour de force as we capture what these professionals view as the key ingredients of being an effective board or committee member, or even a Chair. Episode 1 brings us three veterans of the London investment management scene - Sally Bridgeland, Debbie Clark and Caroline Burton, as well as Sharmila Kassam, based in the US.In Episode 2 we meet with Margaret Casely-Hayford, Chancellor of Coventry University whose board and chair experience is prolific and varied, as well as William Bourne, an adviser to local government pension funds, Julian Tregoning, a legend in the City of London Fund Management circles and Sandy Urie, Chairman Emeritus of Cambridge Associates, and the holder of multiple board and committee roles over the years. Episode 3 introduces us to Alex Noble, who after a long career of leadership of her own is committed to training the next generation of leaders now. Susan Martin is also enjoying her own portfolio career, after decades in an executive role, and is also a consultant that helps to manage change in organizations. Daniele Beasley is on the board of Mission Bank and is committed to financial literacy and ensuring an inclusive environment for all while Henry Tapper discusses the lifetime he has dedicated to improving transparency and choice in pensions. In Episode 4 we provided a sneak preview into two guests from our 2022 series - Kimberly Smith and Rania Azmi, based in the US and Kuwait, each of whom hold non-profit board roles and are passionate about education and better governance. We hear also from a formidable legal mind, Dennis Archer, former mayor of Detroit and justice of the Michigan Supreme Court, who featured in our Fiftyfaces Focus - Inspiring People in Law Series, as well as the equally formidable Gerald Chen-Young whose portfolio includes a deep commitment to diversity, inclusion, ESG and investment matters. This episode is rounded out with a discussion about the profoundly impactful Jan Nicholson, who runs her own family foundation, has had numerous public company board roles and a long investment career of her own. Please help us to keep the conversation going by spreading the word about this podcast series and sending us your own words of wisdom on this critical area.
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In this Fiftyfaces Focus - The Next Chapter series we are delighted to bring you insights from 17 investment professionals around the world whose expertise includes investment committee, director, trustee and Chair roles. A portfolio career is often what many executives pursue as their next chapter, but there is no guidebook, no rule book for what makes an effective non-executive director or board member. There is even less guidance as to what makes an effective chair. Join us in this tour de force as we capture what these professionals view as the key ingredients of being an effective board or committee member, or even a Chair. Episode 1 brings us three veterans of the London investment management scene - Sally Bridgeland, Debbie Clark and Caroline Burton, as well as Sharmila Kassam, based in the US.In Episode 2 we meet with Margaret Casely-Hayford, Chancellor of Coventry University whose board and chair experience is prolific and varied, as well as William Bourne, an adviser to local government pension funds, Julian Tregoning, a legend in the City of London Fund Management circles and Sandy Urie, Chairman Emeritus of Cambridge Associates, and the holder of multiple board and committee roles over the years. Episode 3 introduces us to Alex Noble, who after a long career of leadership of her own is committed to training the next generation of leaders now. Susan Martin is also enjoying her own portfolio career, after decades in an executive role, and is also a consultant that helps to manage change in organizations. Daniele Beasley is on the board of Mission Bank and is committed to financial literacy and ensuring an inclusive environment for all while Henry Tapper discusses the lifetime he has dedicated to improving transparency and choice in pensions. In Episode 4 we provided a sneak preview into two guests from our 2022 series - Kimberly Smith and Rania Azmi, based in the US and Kuwait, each of whom hold non-profit board roles and are passionate about education and better governance. We hear also from a formidable legal mind, Dennis Archer, former mayor of Detroit and justice of the Michigan Supreme Court, who featured in our Fiftyfaces Focus - Inspiring People in Law Series, as well as the equally formidable Gerald Chen-Young whose portfolio includes a deep commitment to diversity, inclusion, ESG and investment matters. This episode is rounded out with a discussion about the profoundly impactful Jan Nicholson, who runs her own family foundation, has had numerous public company board roles and a long investment career of her own. Please help us to keep the conversation going by spreading the word about this podcast series and sending us your own words of wisdom on this critical area.
Episode 3: The Next Chapter Episode 3 - Alexandra Noble, Susan Martin, Daniele Beasley, Henry Tapper
Fiftyfaces Focus Podcast - The Next Chapter
20 minutes
3 years ago
Episode 3: The Next Chapter Episode 3 - Alexandra Noble, Susan Martin, Daniele Beasley, Henry Tapper
In Series 3 of this FiftyFaces Focus Series focusing on the Next Chapter – and specifically portfolio careers and what makes an effective Board Member and Chari we meet with Alexandra Noble, Daniele Beasley, Susan Martin and Henry Tapper. We hear from a group of leaders committed to training the next generation of leaders, coaching through change and ensuring that all pensioners get to retire with dignity and informed choices. First we hear from Alexandra Noble, who's an independent strategic adviser to financial institutions and charities and has a particular interest in mentoring the next generation of investment leaders. She shares what it means to be a good leader, the importance of listening and key it is to allow all meeting participants to have a voice. We cross over to California then to hear from a financial advisor, Daniele Beasley about her own Board Roles and her views on diversity initiatives from her vantage point. She has built a career of service focused on giving, and encourages us to do the same. Susan Martin is also a “giver” and as a change consultant is frequently called up to bring institutions through periods of transformational change. She describes the role of a Non-Executive Director as akin to a coach or a mentor, something that is more essential than ever now given the volatile, uncertain, complex and ambiguous (VUCA) circumstances that we are living with today. Our final guest Henry Tapper, dives into a subject that has been a lifelong passion for him – pensions transparency and equity. Given that many Board and Trustee roles cover pensions we wanted to provide some insight into the themes of this area, such as the levels of choice available, the pensions gap between women and men and the future evolution of this area. Her portfolio career includes a consulting role for pensions for purpose, coaching and strategic advice to firms, a chair role of future fit limited and roles as a charity trustee and director. It is clear that there is massive change ahead in the world of pensions – an area that will be relevant to all of us, but equally where many directors and trustees will find themselves in fiduciary positions. I hope you found some food for thought here in this episode of FIftyfaces focus – The Next Chapter. Follow us on Linked In, Twitter, apple podcasts, spotify or wherever you get your podcasts.This podcast series was made possible by the kind support of Darwin Alternatives.Darwin Alternative Investment Management Limited offers innovative, alpha-driven investment solutions that are uncorrelated with traditional asset classes and feature business areas which have not previously been considered by investment funds. The firm aims to create new opportunities for investors to further diversify their portfolios and achieve stable absolute returns.
Fiftyfaces Focus Podcast - The Next Chapter
In this Fiftyfaces Focus - The Next Chapter series we are delighted to bring you insights from 17 investment professionals around the world whose expertise includes investment committee, director, trustee and Chair roles. A portfolio career is often what many executives pursue as their next chapter, but there is no guidebook, no rule book for what makes an effective non-executive director or board member. There is even less guidance as to what makes an effective chair. Join us in this tour de force as we capture what these professionals view as the key ingredients of being an effective board or committee member, or even a Chair. Episode 1 brings us three veterans of the London investment management scene - Sally Bridgeland, Debbie Clark and Caroline Burton, as well as Sharmila Kassam, based in the US.In Episode 2 we meet with Margaret Casely-Hayford, Chancellor of Coventry University whose board and chair experience is prolific and varied, as well as William Bourne, an adviser to local government pension funds, Julian Tregoning, a legend in the City of London Fund Management circles and Sandy Urie, Chairman Emeritus of Cambridge Associates, and the holder of multiple board and committee roles over the years. Episode 3 introduces us to Alex Noble, who after a long career of leadership of her own is committed to training the next generation of leaders now. Susan Martin is also enjoying her own portfolio career, after decades in an executive role, and is also a consultant that helps to manage change in organizations. Daniele Beasley is on the board of Mission Bank and is committed to financial literacy and ensuring an inclusive environment for all while Henry Tapper discusses the lifetime he has dedicated to improving transparency and choice in pensions. In Episode 4 we provided a sneak preview into two guests from our 2022 series - Kimberly Smith and Rania Azmi, based in the US and Kuwait, each of whom hold non-profit board roles and are passionate about education and better governance. We hear also from a formidable legal mind, Dennis Archer, former mayor of Detroit and justice of the Michigan Supreme Court, who featured in our Fiftyfaces Focus - Inspiring People in Law Series, as well as the equally formidable Gerald Chen-Young whose portfolio includes a deep commitment to diversity, inclusion, ESG and investment matters. This episode is rounded out with a discussion about the profoundly impactful Jan Nicholson, who runs her own family foundation, has had numerous public company board roles and a long investment career of her own. Please help us to keep the conversation going by spreading the word about this podcast series and sending us your own words of wisdom on this critical area.
